See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,862 | $26,114+90.9% | $58,482-14.7% | $74,419-33.0% |
| Participation rate | 34.2% | 32.1%+2.1pp | 50.9%-16.7pp | 70.7%-36.6pp |
| Annual return | 16.65% | 32.51%-15.9pp | 4239.32%-4222.7pp | 34.38%-17.7pp |
| Employer contribution / active EE | $354 | $536-33.8% | $1,053-66.3% | $2,637-86.6% |
| Participant deferral / active EE | $1,059 | $1,075-1.5% | $1,924-45.0% | $4,528-76.6% |
| Admin fee / account holder | $18 | $649-97.2% | $2,516-99.3% | $348-94.7% |